LOG Commercial Properties e Participações (LOGG3) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
10 Nov, 2026Business model and strategy
Vertically integrated model spans land identification, development, construction, leasing, management and selective asset recycling.
Modular warehouses target logistics operations of different sizes and client stages; geographic reach covers all regions of Brazil.
Development guidelines prioritize metropolitan areas with over 1 million residents, standardized projects and annual land acquisitions of 450,000–550,000 sqm.
Asset recycling and growth funded through own capital are central strategic pillars.
Brazilian logistics market
Brazil has 175 million sqm of total warehouse GLA, including 36.7 million sqm of Class A space; Class A represents 18% of stock.
Structural demand drivers include migration from obsolete warehouses, e-commerce growth, faster delivery needs and demand beyond the Southeast.
Expected Brazilian market growth is 2.5–3 million sqm annually, supported by rising demand and limited Class A supply.
Market supply has lagged net absorption; the 2026 São Paulo 30 km-radius pipeline is 47% pre-leased.
Development and operating platform
More than 2.8 million sqm of GLA developed since founding; managed GLA reached 2.985 million sqm in 2Q26.
1H26 deliveries totaled 147,000 sqm, with 100% pre-leasing and gross absorption of 294,000 sqm.
Stabilized vacancy was 1.02% in 1H26, versus 5.7% for the Class A market; delinquency was 1% in 2Q26.
Leasing platform has 200+ managed clients, 1,000+ active brokers and over 450 leases closed since 2020.
Portfolio comprises 723,000 sqm across 22 assets, with 48.6% in the Southeast and 32.6% in the Northeast.
Latest events from LOG Commercial Properties e Participações
- Record absorption, 13.8% Yield on Cost and higher net income supported expansion.LOGG3
Q3 2026 - Revenue and net income rose, leverage improved, and all new assets were fully pre-leased at 1.02% vacancy.LOGG3
Q2 2026 - Record net income, major asset sale, and strong rental growth drive expansion and lower leverage.LOGG3
Q1 2026 - Net income hit BRL 363.5 million, with record EBITDA and a major asset sale planned for 2026.LOGG3
Q4 2025 - Net income reached BRL 284.8 million, with strong leasing and asset sales driving growth.LOGG3
Q3 2025 - Revenue, EBITDA, and net income rose, with record-low vacancy and strong liquidity.LOGG3
Q2 2025 - Net income more than doubled on record GLA production, asset sales, and strong pre-leasing.LOGG3
Q2 2024 - Net income surged 56.2% to R$86.4M, with 100% pre-leased deliveries and a R$300M CRI issued.LOGG3
Q1 2025 - Net income rose 76.6% to BRL 344.4 million, with record asset sales and reduced leverage.LOGG3
Q4 2024